Mentoring & Support
Giving you advice and guidance tailored to your needs

Whatever the size of the organisation, whatever the scale of the project, any capital appeal is a major challenge. By its very nature, capital fundraising doesn't happen very often, but when it does the pressure to raise substantial amounts in addition to maintaining demanding revenue targets can be daunting. Capital appeals also require different skills and techniques to those employed when raising revenue income.

Training manuals, courses and networking events are all essential but can only ever cover general principles.
Mentoring offers invaluable learning precisely tailored to the specific challenges and opportunities ofyour project and personal circumstances. Whether you're the only fundraiser in your organisation or part of an established and experienced team, mentoring combines personal growth with organisational development.

Action Planning's Capital Appeals Team has spent years helping organisations secure large sums of money to fund capital projects. We provide a
comprehensive service from the initial feasibility study to campaign management and 'hands on' fundraising so are ideally placed to offer the practical support you require.

Action Planning's mentoring programme encompasses:

One to one learning personally tailored to your needs and aspirations.
Practical step by step coaching on tools and techniques that enables you to get up to speed quickly.
The opportunity to form new views and develop different perspectives to build your capacity and that of your organisation.
A 'listening ear' with whom to explore issues as and when they arise and develop strategies in response.

The key to our Mentoring Service is its flexibility. Action Planning can provide one to one or team based facilitation through a combination of face to face, telephone and email contact, time-tabled to meet your specific requirements before, during and after a capital campaign.

Our programme begins with a face to face meeting to assess your skills, experience and needs of those of your team. We would also review and offer guidance on relevant documents, reports and applications.

Based on our findings Action Planning would then devise a bespoke programme. Each individual mentoring session begins with a progress review and ends with a clear action plan to achieve the agreed outcomes. We look forward to discussing your precise requirements.

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examples of our work

Attlee Foundation
Feasibility study for and
implementation of a £3million
capital appeal for a children’s
centre. Including research, bid
writing and fundraising support

Corrymeela Community
UK, Ireland & US capital appeal
feasibility study and
implementation. Support included
mentoring for a capital appeal, bid
writing, recruitment of an Appeal
Director, development of fundraising
matrix, capital fundraising training

Disability Challengers
Feasibility study for and
implementation of a £3m capital
appeal for a new Challengers Centre
for disabled children and young
people

London's Arcadia
Implementation of a capital appeal
for heritage projects in the London
Borough of Richmond upon Thames
through finding funders and writing
bids over a long term period

Topolski Memoir
Implementation of £1m matched
capital appeal to restore the memoir
and capital bid to Bridge House
Trust

Beacon Centre for the Blind
Feasibility study for building a
residential home and day care
centre totalling £4m

Leonard Cheshire Foundation
Support for two capital appeals,
strategic advice to the central
fundraising team and presentation
to directors on major donor
fundraising


Action Planning, Waymark House, 19 Cedar Road, Sutton, Surrey SM2 5DA  T:020 8642 4122  F:020 8770 2090  office@actionplanning.co.uk
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